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Concurrent Investment Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Concurrent Investment Advisors’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.19M Buy
83,187
+50,583
+155% +$2.51M 0.04% 483
2026
Q1 		$1.49M Sell
32,604
-43,547
-57% -$2.04M 0.02% 716
2025
Q4 		$3.38M Buy
76,151
+18,369
+32% +$803K 0.04% 424
2025
Q3 		$2.47M Sell
57,782
-6,557
-10% -$272K 0.04% 406
2025
Q2 		$2.61M Sell
64,339
-2,616
-4% -$100K 0.05% 365
2025
Q1 		$2.44M Buy
+66,955
New +$2.42M 0.06% 331

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Concurrent Investment Advisors's SPDW Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 155% in Q2 2026, buying an estimated $2.51M and bringing the position to 83,187 shares worth $4.19M. The position accounts for 0.04% of the portfolio, ranked #483.

Concurrent Investment Advisors first reported a position in SPDW in Q1 2025 and has held it in 6 quarters since. 631 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Concurrent Investment Advisors held 83,187 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.19M as of Q2 2026.
  • Concurrent Investment Advisors bought 50,583 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $2.51M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #483 holding.
  • Concurrent Investment Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2025 and has held it in 6 quarters since.
  • 631 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.